Voices from the Community


"We were not prepared to handle this transaction by ourselves. We needed an expert that knew the options, how to meet the donor’s intent, and how to maximize benefits for Jacob’s Heart. Sam made the whole thing easy."

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Lori Butterworth


A Year of Expanding Philanthropy, Community Impact

Here are a few recent highlights that demonstrate our shared commitment to Santa Cruz County – now and in the future.

Feed Local Kids’ Souls, Now and Forever

Ever met a 22 year-old who plans to live forever? In the case of the Shoebox For Kids Fund, it’s not a fantasy, it’s the truth.

The Charitable IRA Rollover

If you’re 70 ½ or older you can use your IRA to make charitable gifts and possibly save on your income taxes.

Six Tips for Year-End Giving

We can help you make the most of your year-end giving. Our team can ensure that your donations make the greatest impact on the causes you care about while maximizing your tax advantages.

Girls Inc. Gives Women a Voice in their Own Empowerment

When Patricia Fernandez-Torres was in high school, her dad made it clear she was to stay home after graduation and help out the family. Fernandez-Torres, however, had different plans.

Educators Seek to Improve Student Math Success

This August, Santa Cruz County College Commitment, also known as S4C, brought together nearly 100 educators for the Summer Math Institute led by the Silicon Valley Mathematics Initiative (SVMI).

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